Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Find status for a customer

Hi guys,   I am trying to build a report that can tell me whether a customer is new / current / lost. This depends on the when they last ordered something at the company. I thought I had it figur...
Need Help
Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
6 years ago

Hi,

What is the purpose of the Status column there?  Isn't this the result you are expecting?  Also, would you be OK if Status is a measure (not a calcuated column formula)?

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Hi Ashish_Mathur ,

 

I would be totally fine with a measure. However, I can't use a measure to filter the results.

That's why I am using a calculated column.

 

The result I would want is that there is one status for each accountnumber. Not (a different) one for each individual record

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Icon for Super User rankSuper User
    6 years ago

    Hi,

    You may download my solution PBI file from here.  I have used only measures to solve the problem which is ahy i can select Current, New and Lost in a slicer.  No value will appear for Lost because we do not have data prior to 2017.  Once you add sales data prior to 2017 to your dataset, you will see the customers lost figure aas well.

    Hope this helps.